Method and system for organizing tax information and providing tax advice
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United States of America Patent
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Nov 27, 2012
Grant Date -
Jan 6, 2011
app pub date -
Sep 14, 2010
filing date -
Nov 30, 2006
priority date (Note) -
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status (Latency Note)
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Abstract
A method includes providing to a user a set of computer-executable instructions that, when executed by a user's electronic device, generate a user interface displayable on a display device coupled to the user's electronic device, presenting to the user via the user interface a plurality of solicitations for a set of personal information describing characteristics of the user, receiving via the user interface the personal information set, and, based on the personal information set, generating to the user interface a checklist of tax return preparation information to be compiled by the user.
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